NYSE$MAIN

Main Street Capital Corp. · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

Reported strong fourth-quarter results, demonstrating the strength of portfolio companies and their recovery from the COVID-19 pandemic impacts.

Main Street Capital Corporation announced its Q4 2020 financial results, featuring a net investment income of $0.59 per share and distributable net investment income of $0.63 per share. The company's net asset value stood at $22.35 per share. Main Street highlighted its investment origination success and its ability to generate distributable net investment income exceeding monthly dividends.

  • Net investment income was $39.6 million, or $0.59 per share.
  • Distributable net investment income was $42.3 million, or $0.63 per share.
  • Total investment income reached $62.5 million.
  • Net asset value was $22.35 per share as of December 31, 2020.

Headline financials

Total Revenue

$62.5M

Previous: $60.6M+3.1%
EPS (adj)

$0.59

Previous: $0.62-4.8%
LMM Portfolio Companies

70

No prior period
LMM Portfolio Fair Value

$1.29B

No prior period
Private Loan Portfolio Companies

63

No prior period
Private Loan Portfolio Fair Value

$740M

No prior period
Middle Market Portfolio Companies

42

No prior period
Middle Market Portfolio Fair Value

$446M

No prior period
Net Income

$39.6M

No prior period
Operating Income

$39.6M

No prior period
Cash & Equivalents

$31.9M

No prior period
Total Assets

$2.77B

No prior period
Stock-Based Comp

$10.8M

No prior period

Revenue & EPS history

Main Street Capital · Revenue · Quarterly

$62.5M

Q4 2020+3.1%vs Q4 2019
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Main Street Capital · $62.5M total across 3 segments · Q4 2020

  • Interest Income
    $45.1M
  • Dividend Income
    $12.4M
  • Fee Income
    $4.99M

Forward guidance

Management expressed optimism about navigating the economic environment and executing investment opportunities.

Tailwinds

  • Continued effectiveness in raising, investing, and managing capital.
  • Successful execution on pipeline of attractive lower middle market and private loan investment opportunities
  • Conservative capital structure and significant liquidity position
  • Ability to manage the recovery from the pandemic from a position of strength
  • Ongoing recovery from the impacts of the COVID-19 pandemic

Headwinds

  • Adverse changes in the economy generally or in the industries in which Main Street's portfolio companies operate.
  • Potential impacts of the COVID-19 pandemic on the business and operations, liquidity and access to capital of Main Street and its portfolio companies, and on the U.S. and global economies, including public health requirements in response to the pandemic.
  • Changes in laws and regulations or business, political and/or regulatory conditions that may adversely impact Main Street's operations or the operations of its portfolio companies.
  • The operating and financial performance of Main Street's portfolio companies and their access to capital.
  • Competitive factors.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2020

Historical avgQ4 2020

+0.8%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+0.1%

Avg return

30 days after

66%

42 / 64 earnings

Positive

+8.1%

Q1 2010

Best reaction

-9.4%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.4%-10.0%-8.4%
Q4 2025-2.2%+1.4%-11.3%
Q3 2025+2.9%+3.5%+6.3%
Q1 2025-0.2%+0.3%+8.4%
Q4 2024+3.2%-1.5%-3.9%
Q3 2024+0.6%+1.4%+7.3%
Q2 2024-0.7%-1.1%-0.6%
Q1 2024-2.4%-1.6%-3.7%
Q4 2023+1.0%+2.7%+2.5%
Q3 2023+3.5%+2.2%+6.1%
Q2 2023-0.2%-1.7%-4.3%
Q1 2023-0.7%-0.4%-0.7%
Q4 2022+3.0%+6.7%-1.3%
Q3 2022+4.6%+4.7%+2.0%
Q2 2022+1.2%-0.9%-9.7%
Q1 2022-1.5%-5.5%-8.6%
Q4 2021+2.7%+2.0%+0.3%
Q3 2021+4.0%+4.4%+0.4%
Q2 2021+0.8%+2.3%+0.5%
Q1 2021-1.0%-3.6%-2.2%
Q4 2020-0.7%-0.6%+6.3%
Q3 2020+0.0%+8.3%+12.8%
Q2 2020+3.2%+4.8%-4.0%
Q1 2020+4.0%+6.5%+32.5%
Q4 2019-8.0%-5.0%-41.2%
Q3 2019-3.5%-2.3%-1.4%
Q2 2019-0.0%+1.8%+3.7%
Q1 2019+2.2%+2.2%+2.6%
Q4 2018-1.8%-4.1%-4.9%
Q3 2018-0.4%+4.6%+2.5%
Q2 2018+2.1%+2.8%+1.9%
Q1 2018+2.5%+3.1%+2.2%
Q4 2017+0.5%+0.1%+2.3%
Q3 2017+2.2%+3.4%+0.1%
Q2 2017-0.4%+2.1%+0.2%
Q1 2017+0.7%-0.3%-3.7%
Q4 2016+0.2%-1.1%-0.6%
Q3 2016+1.0%+4.1%+10.5%
Q2 2016+1.7%+1.1%+1.8%
Q1 2016+1.0%
Q4 2015+3.3%
Q3 2015-1.3%
Q2 2015-2.4%
Q1 2015+1.1%
Q4 2014+0.1%
Q3 2014+2.2%
Q2 2014+2.9%
Q1 2014-2.6%
Q4 2013-0.7%
Q3 2013+1.0%
Q2 2013+0.9%
Q1 2013+2.6%
Q4 2012+2.9%
Q3 2012+2.4%
Q2 2012+1.7%
Q1 2012+0.7%
Q4 2011+1.5%
Q3 2011+0.9%
Q2 2011-9.4%
Q1 2011+4.3%
Q4 2010+2.3%
Q3 2010+5.1%
Q2 2010+2.1%
Q1 2010+8.1%

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